Setting up a trust with Betterment is quick and can be done entirely online.
Every deposit and paid dividend is used to automatically rebalance your portfolio, which can minimize taxes.
We invest the trust in a risk-adjusted, globally diversified portfolio of low-cost ETFs.
Use performance graphing and visualization tools to understand the long-term potential returns of your trust.
Online access to account activity, quarterly statements, and annual tax forms.
Betterment provides full portfolio visibility, as well as our methodology for choosing each of the ETFs held in your portfolio.